See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,631 | $447,126-67.2% | $219,333-33.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | - |
| Annual return | 2.64% | -2.32%+5.0pp | -2.00%+4.6pp | - |
| Employer contribution / active EE | $0 | $3,986-100.0% | $34,470-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $34-100.0% | - |
| Admin fee / account holder | $9,100 | $22,491-59.5% | $5,362+69.7% | - |